Meeting Prep Brief

Create an AI-derived attribute on the Meeting object called

Generate an HTML email template that renders the prep_brief attribute in a clean, scannable layout. Sections: meeting summary at top (date, time, duration, attendees), then collapsible sections for account, prior touches, talking points, competitive intel. Include a CTA button to view the brief in the app. Tone: utilitarian, not marketing.

Create a workflow firing on meeting_scheduled. Schedule a delayed step to fire 24 hours before the meeting (or immediately if the meeting is within 24 hours). On firing: re-compute the prep_brief attribute (catches any last-minute updates), then trigger the brief journey to deliver to the host. If the meeting is rescheduled, cancel the pending delivery and re-schedule. If cancelled, suppress delivery.

Build a 1-touch journey that sends the prep-brief email to the meeting host when triggered by the prep delivery workflow. Audience: the meeting host (not the attendees). Channel: email by default; if a Slack integration is connected and the host has a Slack ID, prefer Slack DM with a link to the brief.

Compose a dashboard tracking prep-brief coverage: % of meetings where a brief was delivered, median time before meeting the brief was sent, and host open rate on brief emails. Break down by meeting type (demo, discovery, expansion, renewal). Flag any meetings where prep_brief computation failed (missing data, attribute compute error).